Key Investment Services LLC

Investment Advisor
in Cleveland, OH

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About this Advisor

Ankit Patel is a financial advisor working out of Cleveland, Ohio, with a total of 4 years of industry experience. Patel is an employee of Key Investment Services LLC. Their career trajectory has included roles at Pnc Investments, Pnc Bank, Key Investment Services LLC and New York Life. Patel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Key Investment Services LLC is an advisory company headquartered in Cleveland, OH. The investment advisory business has offices in 14 locations and a total of 1,062 people on staff. It oversees $3 billion in assets under management across its 23,518 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 93 charitable organizations. Of its 23,518 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm has a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on the services. However, fees charged by Key Investment Services LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4900 Tiedeman Road
Cleveland, OH 44144

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Key Investment Services LLC Brokerage Details

Total Assets Under Management


OH Average: $2,106,341,625
Total Number of Employees


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ankit Patel Work History

Ankit has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Key Investment Services LLC

2019 - Present (5 years)

New York Life

2018 - 2018 (< 1 year)

Pnc Investments

2016 - 2018 (2 years)

Pnc Bank

2013 - 2016 (3 years)

Pnc Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Ankit Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Key Investment Services LLC

David D'Arienzo
Kent, OH
Adam Birch
Cleveland, OH
Jason Danheiser
Tonawanda, NY
Ankit Patel
Cleveland, OH
Brian Lafata
Cleveland, OH
Scott Weber
Cleveland, OH
Evelyn Birbilas
Denver, CO
Richard Fisher
Vancouver, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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